AWM
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Accel Wealth Management’s Visa V Stock Holding History

Accel Wealth Management’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$429K Sell
1,250
-152
-11% -$48.8K 0.1% 175
2026
Q1 		$424K Sell
1,402
-37
-3% -$11.9K 0.11% 173
2025
Q4 		$505K Buy
1,439
+49
+4% +$16.7K 0.14% 147
2025
Q3 		$475K Buy
1,390
+10
+0.7% +$3.46K 0.14% 150
2025
Q2 		$490K Sell
1,380
-6
-0.4% -$2.09K 0.16% 139
2025
Q1 		$486K Sell
1,386
-1
-0.1% -$338 0.18% 127
2024
Q4 		$438K Buy
1,387
+5
+0.4% +$1.5K 0.17% 141
2024
Q3 		$380K Buy
1,382
+10
+0.7% +$2.7K 0.14% 156
2024
Q2 		$360K Buy
1,372
+471
+52% +$129K 0.14% 147
2024
Q1 		$252K Buy
901
+100
+12% +$27.6K 0.11% 180
2023
Q4 		$209K Buy
+801
New +$197K 0.1% 179
2023
Q2 		– Sell
-515
Closed -$116K – 834
2023
Q1 		$116K Hold
515
– – 0.05% 298
2022
Q4 		$107K Hold
515
– – 0.05% 233
2022
Q3 		$96K Sell
515
-203
-28% -$41.3K 0.05% 258
2022
Q2 		$151K Sell
718
-46
-6% -$9.51K 0.09% 176
2022
Q1 		$173K Buy
764
+1
+0.1% +$216 0.09% 174
2021
Q4 		$165K Buy
763
+317
+71% +$68K 0.08% 186
2021
Q3 		$99K Sell
446
-51
-10% -$12K 0.06% 220
2021
Q2 		$116K Sell
497
-160
-24% -$36.6K 0.08% 211
2021
Q1 		$139K Buy
657
+128
+24% +$26.9K 0.11% 174
2020
Q4 		$116K Buy
+529
New +$108K 0.11% 185

Other funds holding V

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Accel Wealth Management's V Position: Q2 2026 in Review

Accel Wealth Management reduced its Visa (V) stake by 11% in Q2 2026, selling an estimated $48.8K and leaving 1,250 shares worth $429K. The position accounts for 0.1% of the portfolio, ranked #175.

Accel Wealth Management first reported a position in V in Q4 2020 and has held it in 21 quarters since. The position peaked at $505K in Q4 2025. 1,518 funds tracked by Wall St. Rank hold V as of Q2 2026.

  • Accel Wealth Management held 1,250 shares of Visa worth $429K as of Q2 2026.
  • Accel Wealth Management sold 152 Visa shares in Q2 2026, an estimated $48.8K.
  • Visa made up 0.1% of Accel Wealth Management's portfolio in Q2 2026, its #175 holding.
  • Accel Wealth Management first reported a position in Visa in Q4 2020 and has held it in 21 quarters since.
  • Accel Wealth Management's Visa position peaked at $505K in Q4 2025.
  • 1,518 funds tracked by Wall St. Rank held Visa as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.